| CSHNX | SMFPX | CSHNX / SMFPX | |
| Total Expense Ratio | 1.46 | 2.09 | 70% |
| Annual Report Gross Expense Ratio | 1.46 | 2.13 | 69% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 27.535 | 22.453 | 123% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 1.42B | 88% |
| Annual Yield % from dividends | 5.61 | 2.75 | 204% |
| Returns for 1 year | 20.30 | 22.43 | 91% |
| Returns for 3 years | 87.19 | 82.49 | 106% |
| Returns for 5 years | 165.69 | 132.11 | 125% |
| Returns for 10 years | 98.38 | 134.00 | 73% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VITPX | 123.53 | 0.70 | +0.57% |
| Vanguard Morn Instl Ttl StkMktIdxInstlPl | |||
| LMCSX | 37.25 | 0.03 | +0.08% |
| Lord Abbett Mid Cap Stock R4 | |||
| JETNX | 19.84 | N/A | N/A |
| Janus Henderson Global Sust Eq N | |||
| DFVIX | 28.17 | -0.17 | -0.60% |
| DFA International Value III | |||
| RRESX | 33.37 | -0.27 | -0.80% |
| Russell Inv Global Real Estate Secs S | |||